Boldin Advisors
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 294881
- Registered since
- June 12, 2025
- Website
- newretirementadvisors.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Boldin Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and serves individual and family clients, offering financial planning as a core advisory activity. Its fee model is non‑asset‑based, relying on hourly and fixed fees rather than percentage-of-assets billing. The firm is multi-state and does not position itself as a capital allocator; it is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 18
Andrew Barton
Financial PlannerCRD 5821594
Raman Singh
FounderCRD 5899381
Edward Williams
Lead Financial AdvisorCRD 4465340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 1 Belvedere Pl
- Time zone
- PT (UTC-8)
- Office locations
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